LAKEWOOD CAPITAL MANAGEMENT, LP

Position in ALLY — Ally Financial Inc.

CIK 1424381 New York, NY

Back to ALLY Full portfolio

Position in ALLY

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$80,817,273

+$15,977,576 QoQ

Shares Held

1,758,809

+6.4% QoQ

Ownership

0.578%

of shares outstanding

% of Portfolio

4.19%

of 13F equity value

Holder Rank

#33

of 609 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in ALLY Over Time

Shares Held

Position Value (USD)

Position in Credit Services

Financial Services · as of Jun 30, 2026

LAKEWOOD CAPITAL MANAGEMENT, LP holds $183,866,753 across 4 Credit Services names. ALLY ranks #1 (44.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ALLY	Ally Financial Inc. This page	1,758,809	$80,817,273
2	MA	Mastercard Inc	109,454	$56,215,574
3	V	Visa Inc.	120,578	$41,369,106
4	KLAR	Klarna Group plc	270,000	$5,464,800

All Filings in ALLY

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$80,817,273	1,758,809	+6.4%	Shares	Sole	2026-08-14
2026-03-31	$64,839,697	1,652,809	+59.4%	Shares	Sole	2026-05-15
2025-12-31	$46,957,079	1,036,809	+227.3%	Shares	Sole	2026-02-17
2025-09-30	$12,418,912	316,809	0.0%	Shares	Sole	2025-11-14
2025-06-30	$12,339,710	316,809	0.0%	Shares	Sole	2025-08-14
2025-03-31	$11,554,024	316,809	0.0%	Shares	Sole	2025-05-15
2024-12-31	$11,408,292	316,809	0.0%	Shares	Sole	2025-02-14
2024-09-30	$11,275,232	316,809	-15.9%	Shares	Sole	2024-11-14
2024-06-30	$14,940,079	376,609	0.0%	Shares	Defined	2024-08-14
2024-03-31	$15,286,559	376,609	-25.7%	Shares	Sole	2024-05-15
2023-12-31	$17,690,786	506,609	-21.8%	Shares	Sole	2024-02-14
2023-09-30	$17,283,544	647,809	-1.5%	Shares	Sole	2023-11-14
2023-06-30	$17,767,421	657,809	0.0%	Shares	Sole	2023-08-14
2023-03-31	$16,767,551	657,809	-27.5%	Shares	Sole	2023-05-15
2022-12-31	$22,195,930	907,809	-40.6%	Shares	Sole	2023-02-14
2022-09-30	$42,518,924	1,527,809	+2.1%	Shares	Sole	2022-11-14
2022-06-30	$50,124,559	1,495,809	+4.2%	Shares	Defined	2022-08-15
2022-03-31	$62,428,975	1,435,809	+8.7%	Shares	Defined	2022-05-16
2021-12-31	$62,883,716	1,320,809	+26.3%	Shares	Defined	2022-02-14
2021-09-30	$53,388,549	1,045,809	-13.4%	Shares	Defined	2021-11-15
2021-06-30	$60,197,200	1,207,809	-38.4%	Shares	Defined	2021-08-16
2021-03-31	$88,602,964	1,959,809	-32.1%	Shares	Defined	2021-05-17
2020-12-31	$102,872,288	2,884,809	-16.6%	Shares	Defined	2021-02-16
2020-09-30	$86,737,411	3,459,809	-24.4%	Shares	Defined	2020-11-16
2020-06-30	$90,718,462	4,574,809	-10.3%	Shares	Defined	2020-08-14
2020-03-31	$73,590,243	5,099,809	—	Shares	Defined	2020-05-15
No filing history on record for this holder in this stock.